Investing
Understanding the Difference Between Will vs. Living Trust
You have worked hard for your money all your life and have substantially saved up along the way. It...
9th June, 2022
Wealth Management
Latest articles
Investing
Why REITs Should Be a Core Piece of Your Investing Strategy
By Sachin Jhangiani, Co-Founder and CMO at Elevate.Money The latest figures show inflation at 8.5%,...
7th June, 2022
Top Stories
Julius Baer hires Doha Bank’s head of private banking to lead Qatar expansion
DOHA (Reuters) – Swiss wealth manager Julius Baer has hired the former head of private banking at Do...
7th June, 2022
Technology
Wealth Management Is a Tech Late Bloomer, But AI Will Change That
By Joseph Wang, Junior Data Scientist at VRGL The wealth management business has traditionally been...
30th May, 2022
Investing
Factors That Affect the Price of Gold
Gold is a precious metal that has remained symbolic over centuries for different reasons. Gold is a...
26th May, 2022
Top Stories
A ‘great mimic’ and secret Ascot horse rider: anecdotes about Britain’s Queen Elizabeth
By Sarah Mills LONDON (Reuters) – Since ascending the throne 70 years ago, Britain’s Queen Elizabeth...
26th May, 2022
Top Stories
Credit Suisse froze $10.6 billion worth of sanctioned assets in Q1
By Michael Shields and Brenna Hughes Neghaiwi ZURICH (Reuters) – Credit Suisse froze 10.4 billion Sw...
5th May, 2022
Top Stories
UBS holds $22 billion for Russians subject to Swiss and EU scrutiny
ZURICH (Reuters) -UBS held roughly $22 billion in invested assets for Russian clients potentially af...
26th April, 2022
Top Stories
Spain’s King Felipe says his wealth is worth 2.6 million euros in transparency effort
MADRID (Reuters) – Spain’s King Felipe VI has disclosed that his wealth is worth about 2.6 million e...
26th April, 2022
Top Stories
UBS trades way through first quarter to land best profit in 15 years
By Brenna Hughes Neghaiwi ZURICH (Reuters) -UBS rode strong trading income to post its best first-qu...
26th April, 2022
Investing
‘Great wealth transfer’ set to accelerate ESG transition in the wealth management sector
By Stuart Parkinson, Group CEO, Lombard International Group While institutional investors continue t...
19th April, 2022
Finance
What your financial behaviour says about you – and how to change it
By Diana Chambers, Family Wealth Mentor and author of ‘Money Wisdom Unlocked We cannot fully appreci...
12th April, 2022